Sunday, 29 March 2015
Last updated 1 day ago
Jan 30 2012 | 12:31pm ET
New York-based wealth manager Neuberger Berman Group has tapped AllianceBernstein alumnus Brian Saltzman as an advisor and vice president in its New York City office.
Saltzman spent three years as a financial advisor for AllianceBernstein, advising both individuals and institutions. Prior to that, he served nearly seven years as a sales performance and relationship management consultant at Huthwaite, coaching and developing sales leaders for Fortune 500 companies. Earlier, Brian was a vice president of sales and marketing for FlexMind.com, a human resource outsourcing firm, and held a variety of sales strategy and sales leadership positions at American Express.
In his new role at Neuberger Berman, Saltzman will focus on the investment, tax, and estate-planning needs of high-net-worth individuals. He reports to Kenneth G. Rende, head of Neuberger Berman Wealth Management. The firm manages approximately $193 billion in equity, fixed-income and alternatives assets for institutional and individual investors. The high-net-worth team provides investment management, financial planning, and multi-generational trust and philanthropic planning services.
Mar 9 2015 | 6:35am ET
As more investors look to diversify, many are beginning to use retirement funds to invest in alternative assets such as private equity and real estate. Kelly Rodriques, CEO & President of PENSCO Trust Company, explains how companies can connect with those looking to use their retirement accounts in a different way. Read more…
Mar 20 2015 | 12:45pm ET
StreetWise Partners, a non-profit organization that works with low-income individuals to help them overcome employment barriers, raised over $275,000 at the 2015 Raising the Ante Charity Poker Tournament and Casino Event last Wednesday evening at Capitale. Here are some photos from the event. Read more…